Fred Reish Unpacks the DOL’s New Fiduciary Rule
The Department of Labor released its final “Retirement Security Rule” recently, which aims to raise the legal bar for financial advisors, brokers, insurance agents and others who give retirement inves...
13 Maj 202417min
Exploring the 'Annuities in TDFs' Trend with Morningstar's Jason Kephart
There’s a trend happening right now where asset managers are using a new strategy to help 401(k) plan participants manage their retirement spending: Target date funds featuring annuities. Morningstar ...
22 Apr 202411min
How AI is Changing the Game with Financial Finesse’s Liz Davidson
Artificial intelligence is a hot topic everywhere these days, including the financial services industry. We check in with artificial intelligence early adopter Liz Davidson, founder and CEO of Financi...
1 Apr 202415min
Previewing the 2024 NAPA 401(k) Summit with Nevin Adams and John Sullivan
The workplace retirement plan industry’s premiere event is just days away, with top professionals set to descend upon Nashville April 7-9 for the 2024 NAPA 401(k) Summit. We get a preview of the big e...
18 Mars 202416min
Defending the 401(k) with ICI's Sarah Holden
The 401(k) has been under attack on multiple fronts lately. Between calls for eliminating their tax advantages to prop up Social Security to Bernie Sanders pining for a return to pension plans, and mo...
1 Mars 202416min
Matt Gray & Todd Levy
Unlocking the Door to Broader Adoption of Guaranteed Lifetime Income in 401(k)s: Matt Gray and Todd Levy Guaranteed lifetime income remains a hot topic in the workplace retirement plan market and ther...
15 Feb 202423min
Jeanne Sutton
Ohtani’s ‘Retirement’ Strategy, NQDC Plans and 2024 Stock Trends with ‘401(k) Lady’ Jeanne Sutton Baseball’s biggest star Shohei Ohtani made headlines recently by signing the largest individual contra...
5 Feb 202411min
Tamiko Toland
Catching Up with 'Annuity Yoda' Tamiko Toland Guaranteed in-plan lifetime income solutions is a hot topic in the workplace retirement market these days, and we wanted to hear from one of the foremost...
22 Jan 20249min
